Portfolio (Quarterly) Guide ↗

Pacific Capital Wealth Advisors, Inc.

· CIK 0001803523

13F Portfolio $663M AUM 92 positions Filed Jul 9, 2026 EDGAR ↗ ← All Funds

Q2 2026 · All 92 New

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#	Ticker	Company	Sector	Shares	Value ↓	% Port	Chg Shares	Chg %	Period Price ①	Since Period ①
81	RWO	SPDR INDEX SHS FDS	—	5,372.0	$267K	0.04%	NEW	—	$49.71	+1.6%
82	MU	MICRON TECHNOLOGY INC	Technology	224.0	$259K	0.04%	NEW	—	$1154.29	-16.2%
83	WEC	WEC ENERGY GROUP INC	Utilities	1,905.0	$222K	0.03%	NEW	—	$116.77	-9.2%
84	XLE	SELECT SECTOR SPDR TR	—	4,170.0	$221K	0.03%	NEW	—	$53.11	+19.8%
85	IUSB	ISHARES TR	—	4,755.0	$219K	0.03%	NEW	—	$46.15	-1.6%
86	IVV	ISHARES TR	—	292.0	$219K	0.03%	NEW	—	$748.89	+2.7%
87	MDY	STATE STR SPDR S&P MIDCAP 40	Financial Services	300.0	$211K	0.03%	NEW	—	$703.34	-0.5%
88	—	EA SERIES TRUST	—	6,556.0	$210K	0.03%	NEW	—	$32.05	—
89	MCD	MCDONALDS CORP	Consumer Cyclical	753.0	$204K	0.03%	NEW	—	$270.31	+0.2%
90	XLRE	SELECT SECTOR SPDR TR	—	4,612.0	$203K	0.03%	NEW	—	$44.03	+2.4%
91	CWB	SPDR SERIES TRUST	—	1,868.0	$201K	0.03%	NEW	—	$107.82	-3.8%
92	ANGX	ANGEL STUDIOS INC.	Communication Services	40,218.0	$148K	0.02%	NEW	—	$3.67	+18.1%

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① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation

Financial Services 91.2%

Technology 5.0%

Consumer Cyclical 1.1%

Consumer Defensive 1.0%

Communication Services 0.7%

Industrials 0.4%

Healthcare 0.3%

Utilities 0.2%

Basic Materials 0.1%

Energy 0.1%